About Us

Established in 2012, the team at Estate Financial Planning has many years’ experience providing practical financial planning advice to people, families and businesses in Surrey and the surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Estate Financial Planning, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

 

 

Clive 

About Clive

At Estate Financial Planning I am the owner and Financial Planner. I have been helping people with Financial planning for over 30 years.

I enjoy working at Estate Financial Planning because I love seeing peoples’ financial future come to life because of the work that we have done together.

Before founding Estate Financial Planning, I worked for a couple of insurance companies and a national advice firm.

Fun fact: As well as leading the team, I also teach Karate.

Alex 

About Alex

At Estate Financial Planning I am a Mortgage Adviser currently working towards becoming a qualified Financial Adviser.

I enjoy working at Estate Financial Planning because I help our clients make life-changing decisions and I get to be part of their successes.

Before joining Estate Financial Planning, I was Retail Manager for a large contemporary music shop.

Fun fact: I have toured internationally as a drummer in a rock band.

Abe 

About Abe

At Estate Financial Planning I am a trainee Paraplanner supporting the Advisers by liaising with product providers and our clients to ensure we hold up to date, accurate data.

I enjoy working at Estate Financial Planning because I feel like I’ve inherited a passion for understanding how to help people achieve their financial goals. EFP is giving me the opportunity to train in the finance industry.

Before joining Estate Financial Planning, I struggled to find the relevance of academic study, preferring to quiz Dad about global financial issues.

Fun fact: Alex taught me to play drums.

CeCe 

About CeCe

At Estate Financial Planning I am the calming influence and mood modifier. I am responsible for wagging my tail at visitors and providing opportunity for my colleagues to take screen breaks by walking with me in the beautiful Surrey Hills.

I enjoy working at Estate Financial Planning because I get to share my office with my beloved daddy, Clive. And I love all the attention I get from my colleagues – even those who are not ‘doggy’ people.

Before joining Estate Financial Planning, I was only a young pup who cut my teeth by chewing my bed at home.

Fun fact: I’m told I am the only dog who doesn’t like chewing bones.

Samantha 

About Samantha

At Estate Financial Planning I am the Training and Compliance Officer responsible for ensuring we’re up to date with industry specific guidelines and regulations as well as providing mentoring support to our team members.

I enjoy working at Estate Financial Planning because our individual strengths work well together to form a formidable team that our clients trust with their financial future.

Before joining Estate Financial Planning, I worked in offices in various industries since the ‘80s and I was a Primary School Teacher for about 10 years.

Fun fact: some of my favourite people in the world call me ‘Gran’.

Richard 

About Richard

At Estate Financial Planning I am a Mortgage Adviser and Financial Adviser. I have worked within the financial services industry for more than 15 years.

Richard has yet to decide on what to write here as he’s a recent addition to the team and we’re still all on our best behaviour – although he does say:
I enjoy helping people, that’s why I became a financial adviser. Finance can be a dauting subject at the best of times, so I try to help people understand by making it simple.

Before joining Estate Financial Planning, I achieved a degree in Management at University and worked as a manager in various multinational companies.

Fun Fact: I used to be a professional footballer.

Want to know more?

Call us for a friendly chat on 01306 886 278 or email: officemanager@efp.london